CMS v2 Usage Manual
CMS v2 Usage Manual
Overview
CMS v2 is the CloudAxis management portal for relationships, subscriptions, platform regions, catalogue data, pricing, usage, billing, invoicing, alerts, jobs, settings, and updates.
This manual is written for people who use, administer, operate, or support CMS. It explains what users can do in the portal, where to find each area, and what to check when something is missing.
Core Operating Model
CMS is organised around a small set of business records.
| Area | What users use it for |
|---|---|
| Distributors | Group partners and tenants under a distributor organisation. |
| Partners | Manage partner organisations and their customer tenants. |
| Tenants | Manage customer organisations, users, documents, subscriptions, and billing visibility. |
| Regions | Define the platforms and locations where subscriptions can be created or billed. |
| Subscriptions | Connect a tenant to a platform region for usage, billing, invoices, quotas, and resource views. |
| Catalogue | Review the platform items that can be priced, such as meters, SKUs, offers, templates, and images. |
| Pricing | Manage region and tenant price lists used by billing and estimates. |
| Billing | Review usage charges, invoices, billing status, commissions, and billing reports. |
Navigation
| Navigation item | Typical use |
|---|---|
| Dashboard | Review scoped KPIs, health, invoices, consumption, and projected billing. |
| Billing | Review charges, invoices, billing status, and commissions. |
| Documents | View or accept tenant documents and terms. |
| Regions | Configure infrastructure regions and run region operations. |
| Relationships | Manage distributors, partners, and tenants. |
| Notifications | Review alerts and messages. |
| Pricing | Manage currencies, pricing, and platform catalogue pricing. |
| Subscriptions | Browse and manage cloud subscriptions and quotas. |
| Catalogue | Review Azure, Azure Stack, Azure Local, and CloudStack catalogue items. |
| Users | Manage users and assign roles inside the user's allowed scope. |
| Settings | Manage platform settings, backups, notifications, jobs, updates, and themes. |
User Roles
| Role family | What users can generally do |
|---|---|
| PlatformAdministrator | Administer the full platform, including configuration, billing, invoices, jobs, settings, updates, and all organisation data. |
| PlatformReader | View platform-level areas without making changes. |
| PlatformService | Run service-level automation where configured. |
| DistributorAdministrator | Manage distributor-scoped partners, tenants, users, subscriptions, and billing views where enabled. |
| DistributorUser | View distributor-scoped data where enabled. |
| PartnerAdministrator | Manage partner-scoped tenants, users, subscriptions, and billing views where enabled. |
| PartnerUser | View partner-scoped data where enabled. |
| TenantAdministrator | Manage tenant-scoped users, subscriptions, documents, and billing views where enabled. |
| TenantUser | View tenant-scoped data and complete required document acceptance. |
Access
Access depends on the user's assigned role and organisation access. Users only see records that match their tenant, partner, distributor, region, subscription, or platform scope.
If a page, record, button, or action is not visible, check:
- The user's assigned role.
- The user's organisation relationship.
- Whether the feature is enabled in settings.
- Whether prerequisite records exist, such as regions, partners, tenants, or subscriptions.
Common Empty States
CMS often shows a short message instead of an empty grid when setup is incomplete.
| Message context | What to check |
|---|---|
| No regions | Create or enable a region before subscription, pricing, quota, or usage workflows. |
| No distributors | Create a distributor before creating partners. |
| No partners | Create a partner before creating tenants. |
| No subscriptions | Create subscriptions before invoice, billing-status, or commission views have useful data. |
Related Pages
- Authentication and Users
- Relationships
- Regions and Platforms
- Subscriptions and Resource Groups
- Catalogue, Pricing, and Calculator
- Usage, Billing, and Invoicing
- Quotas
- Alerts, Jobs, and Updates
- Settings and Operations